Aviance Capital Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
131,428
-3,236
| -2% | -$33.2K | 0.18% | 129 |
|
|
2025
Q1 | $1.34M | Buy |
134,664
+1,721
| +1% | +$17.2K | 0.19% | 121 |
|
|
2024
Q4 | $1.3M | Sell |
132,943
-978
| -0.7% | -$9.56K | 0.18% | 124 |
|
|
2024
Q3 | $1.41M | Buy |
133,921
+1,341
| +1% | +$14.1K | 0.19% | 128 |
|
|
2024
Q2 | $1.29M | Buy |
132,580
+5,744
| +5% | +$55.9K | 0.18% | 123 |
|
|
2024
Q1 | $1.24M | Buy |
126,836
+5,514
| +5% | +$53.8K | 0.18% | 129 |
|
|
2023
Q4 | $1.16M | Sell |
121,322
-13,165
| -10% | -$126K | 0.25% | 104 |
|
|
2023
Q3 | $1.22M | Sell |
134,487
-21,414
| -14% | -$194K | 0.27% | 100 |
|
|
2023
Q2 | $1.46M | Buy |
155,901
+6,805
| +5% | +$63.7K | 0.31% | 93 |
|
|
2023
Q1 | $1.47M | Buy |
149,096
+4,355
| +3% | +$42.9K | 0.33% | 84 |
|
|
2022
Q4 | $1.36M | Sell |
144,741
-40,639
| -22% | -$382K | 0.32% | 82 |
|
|
2022
Q3 | $1.71M | Buy |
185,380
+499
| +0.3% | +$4.6K | 0.42% | 60 |
|
|
2022
Q2 | $1.91M | Buy |
184,881
+25,312
| +16% | +$261K | 0.43% | 62 |
|
|
2022
Q1 | $1.87M | Buy |
159,569
+24,343
| +18% | +$285K | 0.34% | 82 |
|
|
2021
Q4 | $1.77M | Buy |
135,226
+3,155
| +2% | +$41.3K | 0.3% | 79 |
|
|
2021
Q3 | $1.74M | Sell |
132,071
-64,495
| -33% | -$850K | 0.31% | 83 |
|
|
2021
Q2 | $2.61M | Buy |
196,566
+26,965
| +16% | +$357K | 0.46% | 52 |
|
|
2021
Q1 | $2.14M | Buy |
169,601
+1,871
| +1% | +$23.6K | 0.41% | 61 |
|
|
2020
Q4 | $2.1M | Sell |
167,730
-5,500
| -3% | -$68.9K | 0.43% | 57 |
|
|
2020
Q3 | $1.96M | Buy |
173,230
+8,504
| +5% | +$96.2K | 0.44% | 58 |
|
|
2020
Q2 | $1.86M | Buy |
164,726
+14,140
| +9% | +$159K | 0.46% | 51 |
|
|
2020
Q1 | $1.59M | Sell |
150,586
-4,810
| -3% | -$50.9K | 0.5% | 47 |
|
|
2019
Q4 | $2.06M | Buy |
155,396
+22,253
| +17% | +$295K | 0.53% | 49 |
|
|
2019
Q3 | $1.66M | Sell |
133,143
-5,125
| -4% | -$64.1K | 0.49% | 54 |
|
|
2019
Q2 | $1.75M | Sell |
138,268
-3,945
| -3% | -$49.9K | 0.48% | 48 |
|
|
2019
Q1 | $1.8M | Sell |
142,213
-17,122
| -11% | -$217K | 0.52% | 43 |
|
|
2018
Q4 | $1.9M | Sell |
159,335
-5,546
| -3% | -$66.1K | 0.67% | 34 |
|
|
2018
Q3 | $2.09M | Buy |
164,881
+4,058
| +3% | +$51.5K | 0.5% | 41 |
|
|
2018
Q2 | $2.02M | Buy |
160,823
+28,376
| +21% | +$357K | 0.59% | 37 |
|
|
2018
Q1 | $1.72M | Buy |
132,447
+16,718
| +14% | +$218K | 0.52% | 46 |
|
|
2017
Q4 | $1.58M | Sell |
115,729
-3,694
| -3% | -$50.4K | 0.52% | 57 |
|
|
2017
Q3 | $1.68M | Sell |
119,423
-7,052
| -6% | -$99K | 0.57% | 45 |
|
|
2017
Q2 | $1.78M | Buy |
126,475
+45,780
| +57% | +$645K | 0.57% | 44 |
|
|
2017
Q1 | $1.12M | Sell |
80,695
-8,084
| -9% | -$112K | 0.41% | 71 |
|
|
2016
Q4 | $1.22M | Sell |
88,779
-6,112
| -6% | -$83.9K | 0.43% | 63 |
|
|
2016
Q3 | $1.3M | Sell |
94,891
-3,546
| -4% | -$48.6K | 0.46% | 61 |
|
|
2016
Q2 | $1.32M | Sell |
98,437
-14,177
| -13% | -$191K | 0.49% | 59 |
|
|
2016
Q1 | $1.48M | Sell |
112,614
-7,005
| -6% | -$92.3K | 0.52% | 49 |
|
|
2015
Q4 | $1.53M | Buy |
119,619
+13,871
| +13% | +$177K | 0.52% | 50 |
|
|
2015
Q3 | $1.34M | Buy |
105,748
+69,378
| +191% | +$880K | 0.55% | 51 |
|
|
2015
Q2 | $490K | Buy |
36,370
+785
| +2% | +$10.6K | 0.18% | 140 |
|
|
2015
Q1 | $512K | Buy |
35,585
+2,010
| +6% | +$28.9K | 0.19% | 147 |
|
|
2014
Q4 | $474K | Sell |
33,575
-3,500
| -9% | -$49.4K | 0.18% | 152 |
|
|
2014
Q3 | $541K | Buy |
37,075
+4,250
| +13% | +$62K | 0.2% | 149 |
|
|
2014
Q2 | $511K | Buy |
32,825
+4,050
| +14% | +$63K | 0.2% | 143 |
|
|
2014
Q1 | $439K | Sell |
28,775
-1,150
| -4% | -$17.5K | 0.19% | 146 |
|
|
2013
Q4 | $458K | Hold |
29,925
| – | – | 0.19% | 143 |
|
|
2013
Q3 | $468K | Buy |
29,925
+2,625
| +10% | +$41.1K | 0.22% | 137 |
|
|
2013
Q2 | $435K | Buy |
+27,300
| New | +$435K | 0.23% | 119 |
|